CapitalWe

Finance · United States · 11-50 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About CapitalWe

CapitalWe is a financial planning firm that specializes in helping busy Indian tech professionals and families achieve financial independence while minimizing taxes and reducing financial stress. They offer fee-only financial planning and wealth management services, including tailored strategies for life goals, stock and equity advice, cross-border planning, and tax strategies. The firm is dedicated to making wealth management accessible, particularly for young professionals navigating life on an H1B or Green Card. Founded by Vrishin Subramaniam, CFP, CapitalWe operates as a virtual practice serving clients across the U.S.Explore more
CapitalWe's Social MediaPopular SearchesCapitalWeSIC Code 62,628NAICS Code 52,523Show more

CapitalWe Org Chart

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Vrishin Subramaniam, Founder at CapitalWe
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Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CapitalWe

<$5M
11-50
Private
-
2020
<$5M
1-10
Private
-
1998
N/A
<$5M
11-50
Private
-
-
Kristi Turchan, Managing Partner at Ascend Wealth Management
Kristi TurchanManaging Partner
<$5M
1-10
Private
-
2020
LD
Lindsay DownesFinancial Advisor
<$5M
1-10
Private
-
2020
Igor Smolyanskiy, Founder & Principal & Advisor at Vilga Financial Planning
Igor SmolyanskiyFounder & Principal & Advisor
<$5M
1-10
Private
-
-
SL
Sabina LewisFounder & Financial Planner
Illustration of an envelope

CapitalWe Tech Stack

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Frequently Asked Questions Regarding CapitalWe

What is CapitalWe's official website?
CapitalWe's official website is www.capital-we.com
What is CapitalWe's Revenue?
CapitalWe's revenue is <$5 Million
What is CapitalWe's SIC code?
CapitalWe's SIC: 62,628
What is CapitalWe's NAICS code?
CapitalWe's NAICS: 52,523
How many employees does CapitalWe have?
CapitalWe has 11-50 employees
What industry does CapitalWe belong to?
CapitalWe is in the industry of: Finance, Securities Trading
What is CapitalWe competition?
CapitalWe top competitors include: Jackson Wealth Management, Fleurus Investment Advisory, Ascend Wealth Management, Vilga Financial Planning
What technology does CapitalWe use?
Some of the popular technologies that CapitalWe uses are: Sentry, Squarespace Online Stores, Embedly, Adobe Typekit
What does CapitalWe do?

CapitalWe is a financial planning firm that specializes in helping busy Indian tech professionals and families achieve financial independence while minimizing taxes and reducing financial stress. They offer fee-only financial planning and wealth management services, including tailored strategies for life goals, stock and equity advice, cross-border... planning, and tax strategies. The firm is dedicated to making wealth management accessible, particularly for young professionals navigating life on an H1B or Green Card. Founded by Vrishin Subramaniam, CFP, CapitalWe operates as a virtual practice serving clients across the U.S.Read More

What are CapitalWe social media links?
CapitalWe Linkedin page
Is CapitalWe a public company?
CapitalWe is private company therefore does not currently have an official ticker symbol
See more information about CapitalWe

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